MSH Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Buy |
281,793
+20,464
| +8% | +$542K | 2.15% | 8 |
|
|
2025
Q1 | $7.31M | Buy |
261,329
+21,732
| +9% | +$608K | 2.26% | 5 |
|
|
2024
Q4 | $6.55M | Buy |
239,597
+19,886
| +9% | +$543K | 2.06% | 7 |
|
|
2024
Q3 | $6.19M | Buy |
219,711
+17,514
| +9% | +$493K | 1.89% | 9 |
|
|
2024
Q2 | $5.24M | Buy |
202,197
+24,717
| +14% | +$641K | 1.75% | 11 |
|
|
2024
Q1 | $4.77M | Buy |
177,480
+24,078
| +16% | +$647K | 1.68% | 12 |
|
|
2023
Q4 | $3.89M | Buy |
153,402
+15,411
| +11% | +$391K | 1.45% | 14 |
|
|
2023
Q3 | $3.25M | Buy |
137,991
+12,849
| +10% | +$303K | 1.28% | 17 |
|
|
2023
Q2 | $3.03M | Buy |
125,142
+8,670
| +7% | +$210K | 1.11% | 21 |
|
|
2023
Q1 | $2.84M | Buy |
116,472
+15,741
| +16% | +$384K | 1.21% | 16 |
|
|
2022
Q4 | $2.54M | Buy |
100,731
+7,254
| +8% | +$183K | 1.15% | 21 |
|
|
2022
Q3 | $2.07M | Buy |
93,477
+11,508
| +14% | +$255K | 1.02% | 24 |
|
|
2022
Q2 | $1.96M | Buy |
81,969
+17,178
| +27% | +$410K | 0.91% | 29 |
|
|
2022
Q1 | $1.7M | Buy |
64,791
+8,799
| +16% | +$231K | 0.7% | 45 |
|
|
2021
Q4 | $1.51M | Buy |
+55,992
| New | +$1.51M | 0.68% | 48 |
|